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120 Broadway
37th floor
New York, NY 10271

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Jonathan Blinken

(212) 249-9200

 
Encore Careers: Push Your Boundaries Video: The Independence of Financial and Emotional Student Loan Protection The Long Run: Women and Retirement

Building Your Unique Financial Strategy

Do you have a financial strategy in place? If you don’t, it’s likely not because you haven’t thought about your future or retirement or you’re not sure where to start. Often, many individuals and families need a professional that will teach them what they don’t know and guide them through the planning process.

At Strategies for Wealth, with the help of Jonathan Blinken’s exceptional team, we work closely with clients and develop strategies that can grow with them over the years. Our goal is to protect clients’ personal economies from the unpredictable macro-economy, including events that could derail their financial success. We specialize in serving hard-working individuals, families, and their businesses by offering comprehensive “protection first” financial planning and state-of-the-art pension plans. This includes retirement, income distribution strategies, estate, and education planning.

In all that Jonathan does, his mission is to educate his clients and empower them to feel more in control of their financial life and decision-making. He leverages the finest advisors in the financial planning field, matches clients to the advisor that is right for them based on extensive criteria, and stays intimately involved throughout the entire process. He co-designs his client’s plans and doesn’t rely on cookie-cutter approaches to estate planning. Jonathan is also able to coordinate with other professionals, such as CPAs and attorneys, and takes a holistic approach to financial planning.

Based in New York City, we serve clients throughout the New York metro area, and the country. Whether you want to start building your wealth, protect your wealth, plan for your retirement, or create a legacy, we invite you to contact our office to see how we may be able to help.

Helpful Content

Who's On Your Financial Dream Team?

Who's On Your Financial Dream Team?

On a team, all players count, but some key positions are more critical to success.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Father Knows Best

Father Knows Best

Financial behaviors you learned from dad may be influencing your own confidence in managing money.

 

The 12 Steps to Living Confidently: How to Set Up a Budget

Get ready. We’re about to get deep. Have you ever thought about what means, means?

How Stocks Work

Understanding how a stock works is key to understanding your investments.

3 Ways Charitable Giving Can Benefit Your Business

More and more companies are choosing to donate to charities through volunteering their time, resources, or both.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Financial Fixes: From Health Scare to Financial Care

A medical scare can be a wake-up call in terms of your physical and financial health. Here’s how to strengthen your finances

Planning for All Families

These planning tips can help.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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